Adding Scheduled Deduction Adjustments (New UI)

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If an employee needs to have an  ADDITIONAL amount deducted/refunded on an already existing scheduled deduction, you can set this additional amount to be deducted/refunded automatically. 

 

From your Dashboard select Employee Changes > Other Employee Information, this will take you to a list of all your employees

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Select the employee information image7.pngicon to choose the employee needing the additional deduction or refund, then select the ‘Payroll’ tab on the employee’s profile to edit the currently scheduled deduction

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In the Deductions section, select the existing deduction by clicking on the edit image6.png  icon 

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Under the Adjustments Section, click on ‘New Adjustment’ button

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Amount- Enter the per payroll amount you want to have deducted/refunded, this will add to the already existing scheduled deduction amount.

**This amount can be a positive amount (to take from the employee) or a negative amount (to pay back to the employee)**

 

Amount (ER)- Enter the Employer portion per payroll amount that needs to be recorded (It can be left blank if there is no ER amount to be recorded).

 

Note- Optional

**This is an internal note, it will NOT print on the employee’s pay statement**

 

Effective From/To: The timeframe you want to have the additional amounts withheld or paid back. These dates are driven by the check dates

(ie: if you want the deductions to apply on the next two check dates (2/10 & 2/24), enter the ‘Effective From’ as the next check date (2/10) and the ‘Effective To’ as the following check date (2/24))  

 

 

Per Pay Period- This must be checked for the deduction/refund to happen on each pay period. If this box is not checked, it will only happen once.


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After you click ok to save, you will see a list of the deduction/refund payback schedule 

 

The Status will reflect ‘Open’ and the Pay Date will be blank until the payroll has been finalized

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Once the payroll is finalized, the Status will reflect ‘Paid’ and in the Pay Date will list the check date the adjustment was applied to

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